How to Integrate Keap with Zapier: Automate Your Business in 5 Steps

In today’s fast-paced business environment, efficiency is paramount. Manual tasks not only consume valuable time but also introduce the potential for human error, hindering scalability and impacting your bottom line. Integrating Keap, your powerful CRM and sales & marketing automation platform, with Zapier, the leading automation platform, unlocks a new realm of possibilities. This guide will walk you through the essential steps to connect these two robust systems, enabling seamless workflows that save you countless hours, eliminate repetitive work, and empower your business to operate smarter, not harder.

Step 1: Understand the Power of Keap + Zapier Integration

Before diving into the technical setup, it’s crucial to grasp the transformative potential of combining Keap with Zapier. Keap excels at managing contacts, nurturing leads, and orchestrating your sales and marketing campaigns. Zapier acts as the bridge, connecting Keap to thousands of other web applications you use daily – from accounting software and project management tools to social media platforms and support desks. This synergy means that an action taken in Keap can automatically trigger an action in another app, and vice-versa. Imagine new Keap contacts automatically added to your email list, sales won in Keap instantly creating project tasks, or form submissions populating your CRM without any manual data entry. Understanding these possibilities is the first step toward building truly intelligent and efficient business operations.

Step 2: Connect Your Keap Account to Zapier

The foundation of any successful automation lies in establishing a secure and reliable connection between your chosen applications. To begin, log into your Zapier account and navigate to the “My Apps” section. Search for “Keap” and select it. Zapier will then prompt you to connect your Keap account. This typically involves authenticating through Keap’s secure OAuth process, where you’ll be redirected to Keap’s login page to grant Zapier the necessary permissions. Ensure you’re logging into the correct Keap account if you manage multiple instances. Once authorized, Zapier will confirm the successful connection, making your Keap data available for use in your automation workflows, or “Zaps.” This crucial step establishes the communication channel that will power all subsequent integrations.

Step 3: Choose Your Keap Trigger Event

With Keap connected to Zapier, the next logical step is to define what specific event in Keap will initiate your automated workflow. In Zapier, this is known as the “Trigger.” Keap offers a wide array of trigger options, allowing for highly specific automations. Common Keap triggers include “New Contact,” “New Tag Applied,” “New Order,” “Opportunity Stage Changed,” or “New Form Submission.” For instance, if you want to automate actions when a new lead enters your system, you might select “New Contact.” If you’re looking to streamline post-purchase processes, “New Order” would be more appropriate. Carefully consider your business process and pinpoint the exact Keap event that serves as the starting signal for the subsequent actions in your desired automation. This precision ensures your Zaps fire exactly when and how you intend.

Step 4: Define Your Action Event in Another Application

Once your Keap trigger is set, the next critical component is to define the “Action” – what you want to happen in another application when the Keap trigger fires. Zapier allows you to select from thousands of popular business apps. For example, if your Keap trigger is “New Contact,” your action might be “Create Lead” in Salesforce, “Add Subscriber” to Mailchimp, or “Create Task” in Asana. The key here is to map the data fields from Keap (your trigger app) to the corresponding fields in your action app. Zapier provides a user-friendly interface to match contact names, email addresses, order details, and other relevant information. This ensures that the data seamlessly flows between your systems, maintaining data integrity and reducing the need for manual copy-pasting. Think strategically about the immediate next step in your workflow that needs to be automated.

Step 5: Test Your Zap and Activate for Automation

After configuring both your Keap trigger and the corresponding action in your chosen application, the final and most crucial step is to thoroughly test your Zap. Zapier provides a testing feature that allows you to run a sample trigger event from Keap and observe if the action executes correctly in the target application. This testing phase is vital for catching any misconfigurations, ensuring data maps accurately, and confirming that the automation behaves as expected before it goes live. If the test is successful, you can then activate your Zap. Once activated, your Keap and Zapier integration will begin working autonomously in the background, continuously monitoring for your specified Keap trigger and executing the defined action without any further manual intervention. Regularly review your Zaps to ensure they remain aligned with evolving business processes.

If you would like to read more, we recommend this article: Keap Data Protection: Your Essential Backup & Recovery Playbook